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Posts Tagged ‘special needs’

Who Should Be Trustee of a Special Needs Trust?

Thursday, February 10th, 2011

Clients and other attorneys regularly ask me who can be the trustee of a Special Needs Trust.  The quick answer is that it cannot be the person with a disability (i.e., the beneficiary) or their spouse.  The law effectively prohibits it.  If we were to make the beneficiary or their spouse trustee, the funds held  Read more…

Channel 10 Interviews Attorney Brian Wyatt about Special Needs Trusts

Tuesday, January 4th, 2011

Brian Wyatt appeared on Channel 10’s Sacramento & Company on September 29, 2011.  He discussed estate planning for families of people with disabilities.  To view the video, please click here.

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